Director, Investment management, CFA
Philip Kelly
Investment management
Areas of expertise
Charities, Private Clients, Defined Benefit Pension Schemes
Experience
Philip’s primary role is to manage portfolios for private clients and institutional charities. Alongside this he is also one of the firm’s equity analysts, talking the lead on the firm’s coverage of the technology sector. Philip holds a Double First in History from the University of Cambridge and is a CFA Charterholder, passing all levels in the top 10% of candidates. He joined Evelyn in 2015 on the graduate scheme.
Professional qualifications/memberships
- University of Cambridge (2015), Double First in history
- Chartered Wealth Manager Qualification (2016)
- CFA Charterholder (2019), all levels passed in top 10% of candidates